Forum Discussion

Petanek333's avatar
Petanek333
Helper III
3 years ago
Solved

Calculate open credit; avoid blank values

Hi,  I am trying to create an accounts receivables report and I want one list to show data about the amount of open credit of various customers, preferably in an area chart. My data look like this: ...
Need Help
Show and Tell
  • aj1973's avatar
    aj1973
    3 years ago

    Hi Petanek333 

    From the measure take out 

    'Fact table'[Customer] = MAX ( 'Fact table'[Customer] )

     

     

Ashish_Mathur's avatar
Ashish_Mathur
Super User
3 years ago

Hi,

What do you mean by selected date?  Is that a date that you will select in the slicer.  If yes, then which date field in your table should it be related to? - Invoice date, due date or payment date?

  • Petanek333's avatar
    Petanek333
    Helper III
    3 years ago

    Hi Ashish_Mathur ,

    selected date is every single date in a calendar table. I would like to have a table (and a stacked area chart) that would show the value of open credit (ideally composed of differentiated due and overdue receivables) for every day. In my model the calendar table is 365 days ending today (24.11.2022 to 24.11.2022).

    In theory, it should be related to all of the three mentioned dates. 

    If the selected date falls in the interval between invoice date and payment date (or the payment day is blank) it is open credit. If the selected date is past the due date, it is "past due open credit", if the selected date is before the due date, it is "before due open credit".